Author: Bobby Hapanowicz

How to Know If You Should Do a Roth Conversion

December 6, 2019 | Bobby Hapanowicz

Depending on the type of Individual Retirement Accounts (IRA) you have in your portfolio, you may need to look at the potential of a Roth IRA Conversion as part of your financial retirement plan.  So, why should you consider a Roth IRA Conversion? Simply because a Roth IRA is a tax-free investment. It's important to note though that any taxes...

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Retirement Planning: How to Take Out Without Running Out

November 25, 2019 | Bobby Hapanowicz

One of the most common retirement planning concerns is understanding how much money you'll be able to withdrawal each year from your retirement account. Which, in turn, leads to another critical question: How large does your nest egg need to be?  The ideal retirement scenario is to achieve and maintain the lifestyle you want while sustaining the principal of your...

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What are the Fundamental Components of a Financial Plan?

November 12, 2019 | Bobby Hapanowicz

Every individual is unique in their specific financial goals and their ideal visions for their future. So while individual life motivations, circumstances, and goals might differ, the financial planning process will typically look the same, no matter who is taking it on.  Financial planning revolves around a core set of components that work in collaboration with every person's unique considerations....

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The Basics of Private Wealth Management

October 10, 2019 | Bobby Hapanowicz

Private wealth management can save you time and money, help you pursue your financial goals, and provide you with long-term financial security—but sometimes the process behind it all can feel ambiguous. Maybe you’re wondering what exactly a private wealth manager should be doing for you, and how. A private wealth manager’s primary role is to generate new income to increase...

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